Omni 360 Wealth, Inc. Portfolio Holdings

Omni 360 Wealth, Inc.

  • $153 Billion
  • Q3 2024

Omni 360 Wealth, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $11.5B, Ishares Core S&P Total U.S. St with a value of $10.3B, Ishares Russell 1000 Gr ETF with a value of $6.57B, Dimensional ETF Tr U S Target with a value of $6.08B, and Ishares Core Msci Intl Develop with a value of $5.27B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $135B to 153B.

Omni 360 Wealth, Inc. is based out at Plainsboro, NJ

Below you can find more details about Omni 360 Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
ETFs: $120 Billion
Technology: $10.7 Billion
Financial Services: $4.09 Billion
Consumer Cyclical: $3.12 Billion
Healthcare: $2.37 Billion
Communication Services: $2.19 Billion
Utilities: $1.02 Billion
Industrials: $968 Million
Other: $1.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $153 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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